Roundview Capital LLC Invests $202,000 in Strategy Inc $MSTR

Roundview Capital LLC purchased a new position in shares of Strategy Inc (NASDAQ:MSTR) during the 2nd quarter, HoldingsChannel.com reports. The institutional investor purchased 500 shares of the software maker’s stock, valued at approximately $202,000.

Several other institutional investors also recently added to or reduced their stakes in the company. Yousif Capital Management LLC increased its holdings in shares of Strategy by 42.9% in the first quarter. Yousif Capital Management LLC now owns 2,909 shares of the software maker’s stock valued at $839,000 after purchasing an additional 873 shares during the period. GAMMA Investing LLC raised its holdings in Strategy by 47.7% during the first quarter. GAMMA Investing LLC now owns 830 shares of the software maker’s stock worth $239,000 after purchasing an additional 268 shares during the last quarter. Handelsbanken Fonder AB raised its holdings in Strategy by 4.2% during the first quarter. Handelsbanken Fonder AB now owns 50,060 shares of the software maker’s stock worth $14,431,000 after purchasing an additional 2,000 shares during the last quarter. First United Bank & Trust acquired a new position in shares of Strategy in the first quarter worth $29,000. Finally, Janney Montgomery Scott LLC raised its holdings in shares of Strategy by 3.3% in the first quarter. Janney Montgomery Scott LLC now owns 27,905 shares of the software maker’s stock worth $8,044,000 after acquiring an additional 881 shares during the last quarter. Institutional investors and hedge funds own 59.84% of the company’s stock.

Strategy Stock Up 0.7%

Shares of MSTR stock opened at $330.80 on Thursday. Strategy Inc has a 1 year low of $178.00 and a 1 year high of $543.00. The stock has a market cap of $93.80 billion, a PE ratio of 29.12 and a beta of 3.83. The business’s fifty day moving average is $347.86 and its 200-day moving average is $362.95. The company has a debt-to-equity ratio of 0.17, a quick ratio of 0.68 and a current ratio of 0.68.

Strategy (NASDAQ:MSTR) last issued its quarterly earnings results on Thursday, July 31st. The software maker reported $32.60 earnings per share (EPS) for the quarter, beating the consensus estimate of ($0.12) by $32.72. The company had revenue of $114.49 million for the quarter, compared to analysts’ expectations of $112.68 million. Strategy had a return on equity of 18.83% and a net margin of 1,036.61%.The firm’s revenue for the quarter was up 2.7% on a year-over-year basis. During the same period last year, the firm earned ($5.74) EPS. Strategy has set its FY 2025 guidance at 80.000-80.000 EPS.

Wall Street Analysts Forecast Growth

Several equities research analysts have recently weighed in on MSTR shares. Canaccord Genuity Group reaffirmed a “buy” rating and issued a $464.00 target price on shares of Strategy in a research report on Tuesday, August 26th. Wells Fargo & Company reiterated an “equal weight” rating and set a $54.00 price target (down from $65.00) on shares of Strategy in a research report on Tuesday, September 30th. Monness Crespi & Hardt raised their target price on Strategy from $175.00 to $200.00 and gave the company a “sell” rating in a research report on Tuesday, July 15th. Cantor Fitzgerald reissued an “overweight” rating on shares of Strategy in a report on Wednesday, August 13th. Finally, BTIG Research upped their target price on Strategy from $620.00 to $700.00 and gave the stock a “buy” rating in a research report on Friday, August 1st. One research analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, Strategy currently has an average rating of “Moderate Buy” and a consensus target price of $509.54.

Insiders Place Their Bets

In related news, EVP Wei-Ming Shao bought 12,500 shares of the firm’s stock in a transaction that occurred on Monday, September 15th. The shares were acquired at an average cost of $96.92 per share, for a total transaction of $1,211,500.00. Following the acquisition, the executive vice president directly owned 15,000 shares of the company’s stock, valued at $1,453,800. The trade was a 500.00% increase in their position. The transaction was disclosed in a document filed with the SEC, which is available through this link. Also, CAO Jeanine Montgomery sold 43,750 shares of Strategy stock in a transaction on Friday, July 11th. The stock was sold at an average price of $430.54, for a total value of $18,836,125.00. Following the completion of the transaction, the chief accounting officer owned 8,606 shares in the company, valued at $3,705,227.24. The trade was a 83.56% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last ninety days, insiders acquired 265,474 shares of company stock worth $24,056,259 and sold 99,650 shares worth $41,427,476. Insiders own 8.46% of the company’s stock.

About Strategy

Strategy Incorporated, formerly known as MicroStrategy, provides artificial intelligence-powered enterprise analytics software and services in the United States, Europe, the Middle East, Africa, and internationally. It offers Strategy ONE, a platform that allows non-technical users to access novel and actionable insights for decision-making, and Strategy Cloud for Government, which provides always-on threat monitoring designed to meet the strict technical and regulatory standards of governments and financial institutions.